Purchases and Sales Made in Q2 2024 in Invesco ETF Tr Ii Pfd ETF (PGX)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Pfd ETF (PGX) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II PFD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.64K- 0.9% |
$29.9K - $31.4K
|
292K
$3.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-2.66K- 4.53% |
$30.1K - $31.7K
|
56.1K
$650K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.68K- 9.04% |
$30.3K - $31.9K
|
27K
$313K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.74K- 5.0% |
$31K - $32.6K
|
52.1K
$603K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.85K- 13.35% |
$32.2K - $34K
|
18.5K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.97K- 10.14% |
$33.5K - $35.3K
|
26.3K
$304K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3K- 18.02% |
$33.9K - $35.7K
|
13.7K
$158K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3K- 90.91% |
$33.9K - $35.7K
|
300
$3.47K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.05K- 4.61% |
$34.5K - $36.3K
|
63.2K
$732K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.1K- 7.12% |
$35K - $36.8K
|
40.4K
$468K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.33K- 24.5% |
$37.6K - $39.6K
|
10.2K
$119K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.41K- 11.13% |
$38.5K - $40.6K
|
27.2K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.46K- 15.13% |
$39.1K - $41.1K
|
19.4K
$225K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.62K- 23.39% |
$40.9K - $43.1K
|
11.9K
$137K
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-3.64K- 4.45% |
$41.1K - $43.3K
|
78.1K
$904K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.69K- 36.76% |
$41.7K - $43.9K
|
6.34K
$73.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.73K- 33.06% |
$42.1K - $44.4K
|
7.55K
$87.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-3.77K- 20.65% |
$42.6K - $44.8K
|
14.5K
$168K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-4.32K- 19.74% |
$48.8K - $51.4K
|
17.6K
$203K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-4.42K- 7.83% |
$49.9K - $52.6K
|
52K
$602K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.45K- 13.65% |
$50.2K - $52.9K
|
28.1K
$326K
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-4.45K- 2.87% |
$50.3K - $53K
|
151K
$1.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.53K- 16.31% |
$51.2K - $53.9K
|
23.3K
$269K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.58K- 75.33% |
$51.8K - $54.5K
|
1.5K
$17.4K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.61K- 18.08% |
$52K - $54.8K
|
20.9K
$242K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.61K- 29.66% |
$52K - $54.8K
|
10.9K
$126K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-4.84K- 20.66% |
$54.7K - $57.6K
|
18.6K
$215K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.34K- 20.61% |
$60.3K - $63.5K
|
20.5K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.43K- 14.36% |
$61.4K - $64.6K
|
32.4K
$375K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-5.52K- 7.6% |
$62.3K - $65.6K
|
67.1K
$777K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-5.6K- 3.55% |
$63.3K - $66.6K
|
152K
$1.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.64K- 31.64% |
$63.7K - $67.1K
|
12.2K
$141K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-5.75K- 19.48% |
$65K - $68.4K
|
23.8K
$275K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.78K- 34.45% |
$65.3K - $68.8K
|
11K
$127K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.78K- 34.45% |
$65.3K - $68.8K
|
11K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5.95K- 6.68% |
$67.2K - $70.8K
|
83.1K
$962K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-6.33K- 8.79% |
$71.6K - $75.4K
|
65.8K
$761K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-6.52K- 19.8% |
$73.7K - $77.6K
|
26.4K
$306K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.64K- 16.12% |
$75K - $79K
|
34.6K
$400K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.15K- 26.04% |
$80.8K - $85.1K
|
20.3K
$235K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.55K- 3.7% |
$85.3K - $89.8K
|
196K
$2.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.56K- 15.42% |
$85.4K - $90K
|
41.5K
$480K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.82K- 7.71% |
$88.4K - $93.1K
|
93.7K
$1.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-8.05K- 26.25% |
$90.9K - $95.7K
|
22.6K
$262K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8.38K- 55.62% |
$94.6K - $99.7K
|
6.68K
$77.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.59K- 4.62% |
$97.1K - $102K
|
177K
$2.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.87K- 33.37% |
$100K - $106K
|
17.7K
$205K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.88K- 15.34% |
$100K - $106K
|
49K
$567K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.93K- 4.23% |
$101K - $106K
|
202K
$2.34M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.37K- 34.31% |
$106K - $111K
|
17.9K
$208K
|